Account Manager - SMB

Plaid

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. As an Account Manager on our Enterprise team, you’ll own and grow relationships with a portfolio of Plaid’s largest and most strategic customers. You’ll serve as a trusted advisor, commercial partner, and cross-functional leader—helping customers maximize the value of Plaid while driving long-term growth for both our customers and Plaid. You’ll operate at the intersection of relationship management, commercial strategy, and product solutioning, partnering closely with Sales, Product, Engineering, and Support teams to deliver exceptional customer outcomes Responsibilities * Manage and grow a portfolio of Plaid’s largest enterprise customers, typically spanning 10-15 accounts depending on complexity and scope * Build trusted relationships with executive sponsors, decision-makers, influencers, and day-to-day operators across customer organizations * Drive customer adoption, engagement, retention, and growth by aligning Plaid solutions to customer business goals and use cases * Lead commercial conversations including renewals, expansions, strategic partnership discussions, and account planning * Identify and execute on growth opportunities in partnership with Account Executives and cross-functional teams * Act as a strategic consultant to customers by delivering industry insights, product guidance, and data-driven recommendations * Lead key customer initiatives including business reviews, operational checkpoints, product launches, and technical escalations * Develop account strategies that balance short-term execution with long-term customer growth and success * Partner closely with internal teams including Sales, Solutions Engineering, Product, Engineering, Support, and Legal to drive successful outcomes * Advocate for customers internally by sharing feedback, surfacing market insights, and influencing product direction Qualifications * 7+ years of experience in a client-facing commercial role such as Account Management, Strategic Partnerships, Consulting or Business Development * Demonstrated success managing and growing enterprise customer relationships in a fast-paced environment * Previous B2B technology experience is a strong plus * Strong commercial acumen with experience driving renewals, expansions, and strategic customer outcomes * Proven ability to navigate complex organizations and influence stakeholders at all levels, including executive leadership * Experience partnering cross-functionally with Sales, Product, Engineering, and Support teams * Strong problem-solving and strategic thinking skills with the ability to manage multiple priorities simultaneously * Excellent communication, presentation, and relationship management skills * Ability to quickly learn technical concepts and understand complex product ecosystems * High degree of ownership, curiosity, adaptability, and customer empathy * Experience working with B2B technology, fintech, API infrastructure, payments, or financial services products (preferred) Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

Plaid

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Technical Account Management function at Plaid is a team of individuals passionate about helping customers connect their technical goals and challenges with Plaid solutions. We play a crucial role in a customer's success by providing proactive strategic and technical guidance, which enables growth, expansion, and deeper customer relationships. Our goal is to ensure every customer becomes a lifelong Plaid champion and advocate. This is a strategic, high-impact technical leadership position. You’ll own the long-term technical success of some of the most innovative FinTech companies in the world, influencing how millions of users experience financial connectivity. You will be a product expert in Plaid's offerings, owning many customer relationships simultaneously and stay up to date on Plaid's technological improvements and new product offerings. You’ll be the technical voice and advocate for your customers internally, helping to shape Plaid’s product direction based on real-world feedback and impact. You will work in partnership with Account Manager(s) and several other cross-functional teams to be the primary driver of the design and execution of technical strategies that help our customers achieve their goals. Responsibilities: * Work with Plaid’s most tech-savvy customers in the FinTech segment and collaborate as a technical expert on leveraging Plaid to accomplish their business + technical goals and objectives * Own the post-sales technical strategy and alignment with customers, ensuring our mutual roadmaps are understood and communicated * Proactively identify opportunities to optimize customer integrations and drive adoption of Plaid’s newest technical features and requirements, aligning each to measurable customer outcomes (e.g., increased conversion, error reduction, expanded coverage). * Establish and own deep relationships with every level of technical stakeholder from Engineers to CPOs / CTOs, ensuring Plaid remains top-of-mind as a trusted partner * Be a champion for our customers and work with our internal Plaid teams to translate customer feedback into product insights; partner with key customer stakeholders to ensure alignment between their business and product priorities and Plaid’s * Serve as the escalation point for technical incidents and / or issues that have surfaced beyond the normal Plaid support channels. * Track customer integration health and feature adoption metrics, surfacing insights to improve product performance and shape future roadmap discussions * Collaborate with Account Managers to define, track, and deliver quarterly technical account goals that directly grow and expand product adoption and customer value Qualifications: * 5+ years of experience in a client-facing and technology-focused role where business experience and technical acumen was combined. * Experience managing customer relationships independently and building / executing technical strategies to make customers successful with new technologies. * Demonstrated ability to tie technical solutions to business objectives, KPIs, and revenue outcomes * Excellent project management and communication skills with a strong ability to provide technical details to both technical and non-technical audiences, simplifying complexities in a clear and concise manner * Have a deep understanding of APIs, databases, system infrastructures, and architecture * Experience with tools like Postman, SQL, and monitoring/logging dashboards a plus * Self-starter who takes initiative and possesses strong troubleshooting skills to guide customers through complex or escalated issues * Ability to collaborate cross-functionally with different teams, levels of seniority, and influence structure / process to ensure everyone can meet their goals and timelines. Experience influencing technical decision-makers and building trusted relationships with stakeholders at all levels, including C-suite * Comfortable working under pressure to meet deadlines and navigate unexpected roadblocks with a customer-first attitude and a strong sense of empathy Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.

Plaid

We believe that the way people interact with their finances will drastically improve in the next few years. We’re dedicated to empowering this transformation by building the tools and experiences that thousands of developers use to create their own products. Plaid powers the tools millions of people rely on to live a healthier financial life. We work with thousands of companies like Venmo, SoFi, several of the Fortune 500, and many of the largest banks to make it easy for people to connect their financial accounts to the apps and services they want to use. Plaid’s network covers 12,000 financial institutions across the US, Canada, UK and Europe. Founded in 2013, the company is headquartered in San Francisco with offices in New York, Washington D.C., London and Amsterdam. The Technical Account Management function at Plaid is a team of individuals passionate about helping customers connect their technical goals and challenges with Plaid solutions. We play a crucial role in a customer's success by providing technical guidance to enable growth, expansion, and deeper customer relationships. Our goal is to ensure every customer becomes a lifelong Plaid champion and advocate. As a Territory TAM you will collaborate with Partner Account Managers who will surface partner requests based on technical needs. From there you will drive the technical engagement, acting as an expert resource to assist customers with integration reviews, troubleshooting, and technical best practices to help them maximize their use of Plaid products. You will play a crucial role in enabling customer success at scale. Responsibilities: * Work with Partners across segments to provide technical guidance and support through a variety of channels including email and phone, ensuring they’re getting the most out of their integration with Plaid * Manage inbound requests to assist customers with a variety of technical needs including integration reviews, solutions consulting/best practices, and troubleshooting to help them optimize their use of Plaid * Act as a technical expert on Plaid’s products, ensuring customers receive clear and actionable guidance * Work closely with Partner Account Managers to address customer inquiries, aligning on the right level of technical support * Maintain a strong understanding of Plaid’s API, system architecture, and product offerings to deliver accurate technical guidance * Ensure a seamless customer experience by efficiently handling multiple inbound requests and resolving technical roadblocks * Ability to prioritize large volume of account requests based on impact and manage time efficiently * Partner with internal teams, including Support, Engineering, and Product, to escalate and resolve complex technical issues as needed Requirements: * 5+ years of experience in a client-facing and technology-focused role where business experience and technical acumen was combined. Experience working in a Partnerships function is strongly preferred * Strong ability to translate complex technical concepts into clear, actionable recommendations for both technical and non-technical audiences * Strong understanding of APIs, system infrastructure, and troubleshooting methodologies * Experience working in a fast-paced, customer-facing environment with a high volume of inbound requests * Strong project management and prioritization skills, with the ability to handle multiple technical inquiries simultaneously * A customer-first mindset with a passion for solving technical challenges efficiently * Ability to work cross-functionally to ensure customers receive the best possible experience   Our mission at Plaid is to unlock financial freedom for everyone. To support that mission, we seek to build a diverse team of driven individuals who care deeply about making the financial ecosystem more equitable. We recognize that strong qualifications can come from both prior work experiences and lived experiences. We encourage you to apply to a role even if your experience doesn't fully match the job description. We are always looking for team members that will bring something unique to Plaid! Plaid is proud to be an equal opportunity employer and values diversity at our company. We do not discriminate based on race, color, national origin, ethnicity, religion or religious belief, sex (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender, gender identity, gender expression, transgender status, sexual stereotypes, age, military or veteran status, disability, or other applicable legally protected characteristics. We also consider qualified applicants with criminal histories, consistent with applicable federal, state, and local laws. Plaid is committed to providing reasonable accommodations for candidates with disabilities in our recruiting process. If you need any assistance with your application or interviews due to a disability, please let us know at accommodations@plaid.com. Please review our Candidate Privacy Notice here. Additional compensation in the form(s) of equity and/or commission are dependent on the position offered. Plaid provides a comprehensive benefit plan, including medical, dental, vision, and 401(k). Pay is based on factors such as (but not limited to) scope and responsibilities of the position, candidate's work experience and skillset, and location. Pay and benefits are subject to change at any time, consistent with the terms of any applicable compensation or benefit plans.